Financial Advisor Marketing Podcast

James Pollard
undefined
Jul 10, 2023 • 20min

How Financial Advisors Can Build Wealth Through Marketing Assets

Imagine if you cloned yourself, and this cloned version of yourself never got hungry, tired, or stopped working.  Well, not only is this possible, but it’s the only proven route to growing both your business and your freedom.  Of course, you can’t literally clone yourself. But by creating marketing assets, you get as close as you can to cloning yourself without actually doing it.  Why? Because marketing assets work for you around the clock. They never complain, ask for a raise, or look for other jobs. They build wealth, create freedom, and put your job on “easy mode.”  In this episode, you’ll discover the 5 best marketing assets to build, how to create them in a way that leads to higher quality clients, and why it’s easier than you probably think.  Listen now. Show highlights include: How to ethically build a team of “marketing interns” you never have to pay, micromanage, or even replace (1:06)  The 5 “Treasure Trove” marketing assets that grow your business even while you sleep or sip piña coladas on the beach (1:36)  How to build relationships at scale with a personal touch and add an extra zero to your business’s bottom line (2:05)  The 2-second SEO trick for writing blogs that also makes your ideal client salivate at the thought of hiring you (4:15)  The “Marketing Rental Property” secret that spits cash into your pockets without you even lifting a finger (6:54)  How to finally stop cold calling, cold emailing, and cold DMing (without sacrificing your lead flow) (11:10)  The “GAR” content creation method which lets you hire your pets to close deals for you (and unlock an avalanche of new clients) (17:19)   Want to become an expert at niche marketing and put growing your business on “easy mode?” Then join my niche marketing program here: https://www.theadvisorcoach.com/niche.html  Need help getting more clients as a financial advisor? I created a free, 53-minute video outlining the steps to my “CLIENT Method,” which helps financial advisors land more clients. Watch the video before I take it down here: https://www.theadvisorcoach.com/theclientmethod.html  If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing.  Go to https://TheAdvisorCoach.com/webinar to register today.  Go to https://TheAdvisorCoach.com/Coaching and pick up your free 90 minute download called “5 Keys to Success for Financial Advisors” when you join The James Pollard Inner Circle. Want to transform your website into a client-getting machine? Go to https://www.theadvisorcoach.com/website to get The Client-Getting Website Guide.  Want a masterclass training in running effective Facebook Ads? Head to https://TheAdvisorCoach.com/ads-training.  Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/financial-advisor-sales-training.html https://www.theadvisorcoach.com/financial-advisor-coaching.html https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html
undefined
6 snips
Jul 3, 2023 • 21min

Productivity Q&A: How Financial Advisors Can Get More Done

Every financial advisor wants to get more done in less time. But this is an impossible task if you don’t spend your time productively.  There are too many workload changes, fires that pop up, and new priorities that happen to leave your schedule to chance.  That’s why I’m answering all your productivity questions in this episode. Not only will you understand how to maximize your time, but you’ll also discover how to minimize the impact distractions have on your productivity.  Want to grow your business by becoming more productive?  Listen now. Show highlights include: The “Capture Everything” secret for staying productive even when life happens and your workload constantly changes (3:31)  How to prioritize your laundry list of possible tasks so you maximize the impact of your limited time (5:02)  The “CPE” method for organizing your tasks in a way that will generate the biggest ROI for your business (5:41)  Why moving busy work that requires almost no brainpower to the end of your day instantly boosts your productivity (6:55)  How to tackle the biggest tasks on your to-do list in half the time by reading this book (7:55)  How blocking off your most productive period on your calendar rewires your brain and makes you a little more productive each day (11:30)  Why building momentum by breaking big tasks into bite-sized chunks actually helps you finish the task quicker than doing it all at once (13:55)  How to make your financial advising business indistinguishable in a year by simply following this 20-minute per day LinkedIn strategy (16:24)  Want to become an expert at niche marketing and put growing your business on “easy mode?” Then join my niche marketing program here: https://www.theadvisorcoach.com/niche.html  Need help getting more clients as a financial advisor? I created a free, 53-minute video outlining the steps to my “CLIENT Method,” which helps financial advisors land more clients. Watch the video before I take it down here: https://www.theadvisorcoach.com/theclientmethod.html  If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing.  Go to https://TheAdvisorCoach.com/webinar to register today.  Go to https://TheAdvisorCoach.com/Coaching and pick up your free 90 minute download called “5 Keys to Success for Financial Advisors” when you join The James Pollard Inner Circle. Want to transform your website into a client-getting machine? Go to https://www.theadvisorcoach.com/website to get The Client-Getting Website Guide.  Want a masterclass training in running effective Facebook Ads? Head to https://TheAdvisorCoach.com/ads-training.  Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/financial-advisor-sales-training.html https://www.theadvisorcoach.com/financial-advisor-coaching.html https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.htm
undefined
Jun 26, 2023 • 24min

My Advice For Weak Financial Advisors

Most people, including most financial advisors, are weak.  They claim they’re wealthy but have maxed out credit cards. They’re afraid to ask for help when they need it. And this results in them never being able to become a top financial advisor in the country.  That’s the bad news.  The good news?  Building your discipline, asking for help despite your pride and ego, and even waking up 1 hour earlier can make you strong.  The best news? As you become stronger, you also make yourself immune to most of your competitors who are weak, comfortable and unwilling to ask for help.  In this episode, you’ll discover the difficult, but effective way to transform yourself from a weak, middle-of-the-road financial advisor into one of the best ones in America.  Listen now. Show highlights include: How adding more clients to your business can actually result in making less money (3:46)  The “Vital Few” mathematical law which is the only way to become a top advisor (and how to enter this elite group) (5:25)  Why admitting you need help when you need it makes you immune to your competitors (and helps you become one of the best financial advisors in America) (10:24)  Are you making $100k per year but living paycheck to paycheck? Here are 3 things you must do today to break free (12:54)  How hard times can either mold you into a stronger, wealthier person or a weak coward (15:32)  Want to become an expert at niche marketing and put growing your business on “easy mode?” Then join my niche marketing program here: https://www.theadvisorcoach.com/niche.html  Need help getting more clients as a financial advisor? I created a free, 53-minute video outlining the steps to my “CLIENT Method,” which helps financial advisors land more clients. Watch the video before I take it down here: https://www.theadvisorcoach.com/theclientmethod.html  If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing.  Go to https://TheAdvisorCoach.com/webinar to register today.  Go to https://TheAdvisorCoach.com/Coaching and pick up your free 90 minute download called “5 Keys to Success for Financial Advisors” when you join The James Pollard Inner Circle. Want to transform your website into a client-getting machine? Go to https://www.theadvisorcoach.com/website to get The Client-Getting Website Guide.  Want a masterclass training in running effective Facebook Ads? Head to https://TheAdvisorCoach.com/ads-training.  Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/financial-advisor-sales-training.html https://www.theadvisorcoach.com/financial-advisor-coaching.html https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html
undefined
Jun 19, 2023 • 48min

YouTube, Podcasting, Rebranding & More (With Brandon Neely)

Most financial advisors, while good at their craft, are terrible with the ins and outs of running a business.  Today’s guest, Brandon Neely, owner of Wealth Wisdom Financial, is the complete opposite. What he lacks in financial certifications, he makes up in business prowess and marketing know-how. For example, he was one of the few business owners who’s able to sell his business for a profit rather than closing it down for nothing.  Besides selling his coffee shop and opening up a financial advising agency with his wife, he’s also guided a successful rebrand for his advising business (without sacrificing his business).  In this episode, Brandon and I discuss the business ownership insights that can double your business, how YouTube and podcasting attract your ideal clients, and how to rebrand your business without accidentally sabotaging it.   Listen now. Show highlights include: The trick for being able to sell your business for profit instead of closing it for nothing (2:35)    How the “Infinite Banking” concept gives you more access to cash (even if most financial advisors write it off) (3:50)  Why building a business with your spouse can be the best thing ever (and why it can end in divorce) (9:34)  The “Rhythms” secret for growing your business (without sacrificing time with your family) (11:28)  The one overlooked “skill” many financial advisors lack that means more to your clients than a wall full of certifications (12:44)  The simple “STILL Method” for mastering marketing, finances, and even physical fitness (17:01)  How to land more clients by making YouTube videos with 30 views than someone else who gets hundreds of thousands of views (31:29)  3 key steps to consider when rebranding your business so you don’t make time-devouring mistakes (41:30)  Want to become an expert at niche marketing and put growing your business on “easy mode?” Then join my niche marketing program here: https://www.theadvisorcoach.com/niche.html  Need help getting more clients as a financial advisor? I created a free, 53-minute video outlining the steps to my “CLIENT Method,” which helps financial advisors land more clients. Watch the video before I take it down here: https://www.theadvisorcoach.com/theclientmethod.html  If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing.    Go to https://TheAdvisorCoach.com/webinar to register today.  Go to https://TheAdvisorCoach.com/Coaching and pick up your free 90 minute download called “5 Keys to Success for Financial Advisors” when you join The James Pollard Inner Circle. Want to transform your website into a client-getting machine? Go to https://www.theadvisorcoach.com/website to get The Client-Getting Website Guide.  Want a masterclass training in running effective Facebook Ads? Head to https://TheAdvisorCoach.com/ads-training.  Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/financial-advisor-sales-training.html https://www.theadvisorcoach.com/financial-advisor-coaching.html https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html
undefined
Jun 12, 2023 • 20min

3 Common (But Terrible) Niches For Financial Advisors

70% of financial advisors who clear over 7-figures per year have something in common:  They have a niche, which gives them “expert” status in their market’s minds and makes scaling to 7-figures (and beyond) a cakewalk.  So, why don’t more financial advisors niche down?  Well, many do, but they commit massive mistakes which wipes out the benefits. Or they overcomplicate picking their niche, and wind up with a “niche” that only includes 10 people.  But don’t worry. Niching is easier than you think, especially after you listen to this episode.  In this episode, I reveal 3 common (but terrible) niches for financial advisors, how to simplify your niche, and why this can turn you into a millionaire financial advisor by the end of this year.  Listen now. Show highlights include: How to “flip” a prospective client’s objection that money isn’t important to earn a client for life (2:55)  Why following digital marketing advice from other financial advisors will dry up your sales pipeline like the Sahara (4:13)  How to send out a direct mail campaign today and land a new client by next week (even if everyone else says direct mail doesn’t work) (5:14)  Want to triple or quadruple your annual income this year? Here’s the simple, yet effective way to do this (5:39)  The insidious way big demographic groups masquerade as niches and almost guarantee you land no clients (6:27)  Why picking business owners as your niche is a surefire way to waste your time without growing your business (7:43)  The “Layering” technique for picking a niche where almost no competition exists (and where you can play the marketing game on “easy mode”) (10:52)  The “Obvious” approach to picking a niche that’s profitable, fun, and unlocks a surge of eager clients (15:02)  Want to become an expert at niche marketing and put growing your business on “easy mode?” Then join my niche marketing program here: https://www.theadvisorcoach.com/niche.html  Need help getting more clients as a financial advisor? I created a free, 53-minute video outlining the steps to my “CLIENT Method,” which helps financial advisors land more clients. Watch the video before I take it down here: https://www.theadvisorcoach.com/theclientmethod.html  If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing.  Go to https://TheAdvisorCoach.com/webinar to register today.  Go to https://TheAdvisorCoach.com/Coaching and pick up your free 90 minute download called “5 Keys to Success for Financial Advisors” when you join The James Pollard Inner Circle. Want to transform your website into a client-getting machine? Go to https://www.theadvisorcoach.com/website to get The Client-Getting Website Guide.  Want a masterclass training in running effective Facebook Ads? Head to https://TheAdvisorCoach.com/ads-training.  Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/financial-advisor-sales-training.html https://www.theadvisorcoach.com/financial-advisor-coaching.html https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html
undefined
Jun 5, 2023 • 19min

How To Create A Marketing Plan That Aligns With Your Unique Goals

Many financial advisors think they must sacrifice everything they love in order to build a successful business. For example, they’ll take another prospect call instead of spending the afternoon with their son.  But this is the wrong way to build a business. Your business shouldn't require you to sacrifice anything. Because your business exists to serve you, not the other way around. Why do financial advisors sacrifice everything they love in life for their business? Well, it’s probably because they aren’t making enough money–or because they haven’t created a marketing plan that aligns with their unique personality, business and lifestyle goals.  In this episode, you’ll discover how to create a marketing plan that not only generates more cash flow, but creates more freedom and happiness too.  Listen now. Show highlights include: The insidious “Altar of Convenience” trap financial advisors fall into which makes their family split at the seams (0:43)  How to build a business that doesn’t rely on sacrificing time with your children (without worrying about going bankrupt) (1:18)  The “Nike Approach” to building a business that generates more wealth and freedom to enjoy your newfound wealth (2:38)  The single biggest mistake introverted financial advisors make that drives them from their business to a job that pays them a fraction of what their business did (7:39)  Why videos don't work as well as text on LinkedIn (and the case for posting videos on LinkedIn despite this) (8:11)  How to spellbind your ideal clients and “ethically force” them to become your client by simply thinking strategically (14:47)  Why Lorena Bobbitt and Jack the Ripper prove that the service you provide is not your product (and how this unlocks more appointments and clients) (15:28)  The 3 questions you must answer so your business doesn’t morph into a time-devouring, family-ruining monster (17:26)  If you’d like to connect with Anna, you can find her LinkedIn page here: https://www.linkedin.com/in/anna-kareis/ or visit her website here: https://www.ameripriseadvisors.com/anna.kareis  Need help getting more clients as a financial advisor? I created a free, 53-minute video outlining the steps to my “CLIENT Method,” which helps financial advisors land more clients. Watch the video before I take it down here: https://www.theadvisorcoach.com/theclientmethod.html  If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing.  Go to https://TheAdvisorCoach.com/webinar to register today.  Go to https://TheAdvisorCoach.com/Coaching and pick up your free 90 minute download called “5 Keys to Success for Financial Advisors” when you join The James Pollard Inner Circle. Want to transform your website into a client-getting machine? Go to https://www.theadvisorcoach.com/website to get The Client-Getting Website Guide.  Want a masterclass training in running effective Facebook Ads? Head to https://TheAdvisorCoach.com/ads-training.  Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/financial-advisor-sales-training.html https://www.theadvisorcoach.com/financial-advisor-coaching.html https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html  
undefined
May 29, 2023 • 23min

Unconventional Email Marketing Advice That Can Get You More Clients

Most email marketing advice you find on Google is dead wrong. Articles preach things like give value to your list, avoid talking about touchy subjects, and don’t send more than a couple emails per week.  But this is the worst way to set up your email strategy.  Why? Well, it causes you to attract freeloaders while repelling the people who want to pay you for your financial services.  But by breaking these rules, and by implementing some of the unconventional email marketing advice I reveal in this episode, you’ll land more high-quality appointments and clients.  In this episode, you’ll discover a few of the most effective (and unconventional) ways to make more money from every email you send.  Listen now. Show highlights include: Why financial advisors who use AI will be more productive than those who don’t (even if AI can’t replace your job) (2:32)  The “Philosophical Divide” email secret that boosts both unsubscribes and paid clients (3:20)  How expressing your personal religious beliefs can magnetize the right clients while repelling the wrong ones (7:49)  The “Celebrate Unsubscribes” mindset tweak that makes every email you send more profitable (11:00)  How to land more high-quality appointments on your calendar by creating a “Nightmare Client Avatar” (14:08)  Why making your clients pay more for your services actually “forces’: them to get better results (15:49)  If you’d like to connect with Anna, you can find her LinkedIn page here: https://www.linkedin.com/in/anna-kareis/ or visit her website here: https://www.ameripriseadvisors.com/anna.kareis  Need help getting more clients as a financial advisor? I created a free, 47-minute video outlining the steps to my “CLIENT Method,” which helps financial advisors land more clients. Watch the video before I take it down here: https://www.theadvisorcoach.com/theclientmethod.html  If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing.  Go to https://TheAdvisorCoach.com/webinar to register today.  Go to https://TheAdvisorCoach.com/Coaching and pick up your free 90 minute download called “5 Keys to Success for Financial Advisors” when you join The James Pollard Inner Circle. Want to transform your website into a client-getting machine? Go to https://www.theadvisorcoach.com/website to get The Client-Getting Website Guide.  Want a masterclass training in running effective Facebook Ads? Head to https://TheAdvisorCoach.com/ads-training.  Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/financial-advisor-sales-training.html https://www.theadvisorcoach.com/financial-advisor-coaching.html https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html  
undefined
May 22, 2023 • 41min

Valuable Lessons From The First Few Years As An Advisor (With Anna Kareis)

Starting your career as a financial advisor isn’t easy. Well, it’s even harder when you’re a woman, like today’s guest Anna Kareis.  But it also unlocks a massive opportunity to serve an underrepresented market: Women. Not only does Anna have a sixth sense for attracting female clients, but she’s also a skilled marketer with valuable (and actionable) lessons.  In this episode, Anna Kareis from Ameriprise Financial Services, shares her secrets for landing more female clients, how to create the perfect avatar, and the trick to making all your marketing more effective.  Listen now. Show highlights include: 3 crucial skills all top financial advisors have that the mediocre ones don’t (5:53)  How to get prospective clients to share their deepest, darkest secrets within the first 15 minutes of meeting them (7:55)  The “end of relationship” trick for landing more female clients (9:55)  How to reverse engineer your client avatar and magnetize clients to you instead of chasing them down (12:52)  Why hope is the most powerful tool you wield as a financial advisor (22:31)  Why relying on lead generation services is a surefire way to go belly up (24:05)  How to unlock a surge of new clients doing nothing other than posting silly stories on LinkedIn (30:17)  If you’d like to connect with Anna, you can find her LinkedIn page here: https://www.linkedin.com/in/anna-kareis/ or visit her website here: https://www.ameripriseadvisors.com/anna.kareis  Need help getting more clients as a financial advisor? I created a free, 47-minute video outlining the steps to my “CLIENT Method,” which helps financial advisors land more clients. Watch the video before I take it down here: https://www.theadvisorcoach.com/theclientmethod.html  If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing.  Go to https://TheAdvisorCoach.com/webinar to register today.  Go to https://TheAdvisorCoach.com/Coaching and pick up your free 90 minute download called “5 Keys to Success for Financial Advisors” when you join The James Pollard Inner Circle. Want to transform your website into a client-getting machine? Go to https://www.theadvisorcoach.com/website to get The Client-Getting Website Guide.  Want a masterclass training in running effective Facebook Ads? Head to https://TheAdvisorCoach.com/ads-training.  Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/financial-advisor-sales-training.html https://www.theadvisorcoach.com/financial-advisor-coaching.html https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html
undefined
May 15, 2023 • 47min

Content Marketing + Prospecting Tips (With Ermos Erotocritou)

Most financial advisors think content marketing is only about posting boring blog posts that nobody cares about. But the content you create as a financial advisor will be the difference between having a pipeline full of hungry prospects or your business fizzling out.  Why? Because content marketing goes way past writing blog posts. Everything you create is content, and the more high-quality content you create, the more your business will grow.  But here’s the problem…  Creating contagious content that drives appointments and sales is hard. That’s why I invited Ermos Erotocritou, one of the world’s best financial advisors at creating content for today’s episode.  In this episode, Ermos reveals how to create better content, the biggest mistakes financial advisors make with their content, and why content creation is the single most effective way to grow your business.  Listen now. Show highlights include: The weird way the market tanking can actually help you land 20% more clients than you normally do (1:45)  Why creating even the best content falls on deaf ears when you don’t ask yourself these 2 questions before creating it (6:28)  The “facts tell, stories sell” trick that turns your content into an unpaid sales intern for your financial advising business (7:20)  The “trust before transaction” secret for booking more calls and landing more clients (without talking about finances at all) (13:30)  Why it’s almost statistically impossible to make cold calling work (and what to do instead of you want to land more clients) (16:09)  The “House Edge Voicemail Method” inspired by casinos that boosts your results from cold calling (18:32)  Why studying the stock markets, growing your knowledge, and figuring out one secret financial concept will never grow your business as much as this… (21:37)  How switching from an “ROI mindset” to a “COI mindset” unlocks a surge of new, hungry, and qualified clients (24:52)  If you want a free copy of Ermos’s book, Unleash Your Potential: How To Get Comfortable Being Uncomfortable, you can find it at https://yourunleashedpotential.com/review. Or if you want a free prospecting audit, connect with Ermos on LinkedIn here: https://www.linkedin.com/in/ermoserotocritou/  Need help getting more clients as a financial advisor? I created a free, 47-minute video outlining the steps to my “CLIENT Method,” which helps financial advisors land more clients. Watch the video before I take it down here: https://www.theadvisorcoach.com/theclientmethod.html  If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing.  Go to https://TheAdvisorCoach.com/webinar to register today.  Go to https://TheAdvisorCoach.com/Coaching and pick up your free 90 minute download called “5 Keys to Success for Financial Advisors” when you join The James Pollard Inner Circle. Want to transform your website into a client-getting machine? Go to https://www.theadvisorcoach.com/website to get The Client-Getting Website Guide.  Want a masterclass training in running effective Facebook Ads? Head to https://TheAdvisorCoach.com/ads-training.  Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/financial-advisor-sales-training.html https://www.theadvisorcoach.com/financial-advisor-coaching.html https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html
undefined
10 snips
May 8, 2023 • 50min

Patterns In Successful LinkedIn Marketing (With Anthony Carlton)

Some financial advisors crush it on LinkedIn. They see rabid engagement. They get swarmed with sales calls. And their client roster is filled with high-quality clients.  Then there are other financial advisors who haven’t generated even one call from LinkedIn even though they post all the time.  The difference?  The first group understands the patterns of successful LinkedIn marketing, and leverages these patterns to grow their business. The second group, simply put, doesn’t.  Here's the good news: Understanding, and then applying, the patterns isn’t as hard as it may seem. Especially after listening to this episode with LinkedIn ghostwriter for financial advisors, Anthony Carlton. There’s perhaps nobody on the planet more well-versed in the patterns of successful LinkedIn marketing than Anthony.  And in this episode, he’s sharing all his juiciest secrets, so you can dominate LinkedIn too.  Listen now. Show highlights include: The Life Events “feature” of LinkedIn that makes it the best social media channel for financial advisors (9:21)  How to become “famous” to your niche on LinkedIn (without writing a single word of copy) (10:00) The dirty C-word financial advisors hate to hear, but is the single most effective way to grow on LinkedIn (12:03)  Why treating your LinkedIn page like a resume almost guarantees you’ll land no clients from it (13:24)  The “Direct Response LinkedIn” secret for writing infectious copy that surges you with high-quality sales calls (16:06)  The “DQRT” formula that makes whipping up engaging LinkedIn easier than walking around the block (18:24)  Why copying and pasting content will bankrupt your business (even if it’s worked for you in the past) (25:23)  How talking about the nitty gritty of personal finance on LinkedIn doesn’t result in new clients (and what to post instead) (27:17)  The dirt-simple 2-line DM script you can do from your phone while watching TV that floods you with new opportunities (36:14)  The “Golden Rule” trick for using LinkedIn to instantly create trust with people who you’ve never even talked to (45:09)  If you want to get in touch with LinkedIn, connect with him on LinkedIn here: https://www.linkedin.com/in/anthonyrcarlton  Need help getting more clients as a financial advisor? I created a free, 47-minute video outlining the steps to my “CLIENT Method,” which helps financial advisors land more clients. Watch the video before I take it down here: https://www.theadvisorcoach.com/theclientmethod.html  If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing.  Go to https://TheAdvisorCoach.com/webinar to register today.  Go to https://TheAdvisorCoach.com/Coaching and pick up your free 90 minute download called “5 Keys to Success for Financial Advisors” when you join The James Pollard Inner Circle. Want to transform your website into a client-getting machine? Go to https://www.theadvisorcoach.com/website to get The Client-Getting Website Guide.  Want a masterclass training in running effective Facebook Ads? Head to https://TheAdvisorCoach.com/ads-training.  Discover how to get even better at marketing yourself with these resources: https://www.theadvisorcoach.com/financial-advisor-sales-training.html https://www.theadvisorcoach.com/financial-advisor-coaching.html https://www.theadvisorcoach.com/4-linkedin-tips-for-financial-advisors.html

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app